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Purpose
Creating a consolidated report allows you combine multiple report files in Delivery into one file.
Consolidating Reports
To create a consolidated report, select the reports in Delivery that you want to consolidate (combine). Assign the Consolidated Type (options defined in Administration). This gives the consolidated report a business-friendly name and helps identify the contents of the report. The order of the individual reports can be controlled by clicking an dragging the report names up / down to the appropriate position.
You can optionally include a cover sheet that will be placed in front of your underlying reports. The cover sheet will have a table of contents where the report name can be clicked in the PDF file to navigate directly to the underlying report.
Consolidated reports can digitally signed. If you want to sign the report with a signature graphic, a cover sheet must be included.
Consolidated Reports
- The original reports you combined to create this consolidated report will remain in Delivery.
- If you chose to sign the report, it will have the Status of Final. If you did not sign the report, it will have the status of Complete.
- When you create a consolidated report, the various sections of the report will be outlined as bookmarks in the Bookmark pane of your PDF viewer /software. In addition, if you include a cover sheet in your consolidated reports, the individual report titles on the cover sheet can be clicked to jump to that report in the PDF file when viewing the report on your screen.